DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Stonebridge Wealth Management LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Gery Joseph Sadzewicz | Recon Capital no RAUM | Stonebridge Wealth Management LLC independent RIA | Other | Mar 8, 2018 | Nov 7, 2016 |
| Bryan M Petry | Securian Financial Services, Inc. other | Stonebridge Wealth Management LLC independent RIA | Other | Nov 2, 2017 | Nov 2, 2017 |
| Christopher Michael Plahm | Commonwealth Financial Network national BD | Stonebridge Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 2, 2016 | Dec 14, 2016 |
| William Robert Laipple | Commonwealth Financial Network national BD | Stonebridge Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 2, 2016 | Dec 14, 2016 |
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4 moves match.